AUMdb

Seakr Engineering, Inc. 401(k) Plan

Sponsored by Seakr Engineering, Llc · EIN 841318847 · Plan #001

Total assets
$71.9M
Net assets
$71.9M
Active participants
454
With balances
632

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Obermeyer Wood Investment Counsel, Lllp CRD 110069 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services, In Recordkeeping, Investment advisory (participants), Direct payment from the plan $9,184
Obermeyer Wood Investment Coun Investment advisory (participants), Direct payment from the plan $6,391
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $1,302